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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Abich Financial Wealth Management LLC
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| CRD # | 310633 |
| SEC # | 801-128570 |
| CIK # | 0002011645 |
| AUM | $227.6 M (2025-03-31) |
| Employees | 23 (22% Investors, 0% Brokers) |
| Phone | 571-577-9968 |
| Address | 20135 Lakeview Center Plaza Ashburn, VA 20147 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 3.0 | ||
| United Technologies Corp /DE/ | 0.4 | ||
| Exxon Mobil Corp | 0.3 | ||
| Cisco Systems Inc | 0.3 | ||
| Wells Fargo & Co/MN | 0.3 | ||
| Comcast Corp | 0.2 | ||
| Merck & Co Inc | 0.2 | ||
| Johnson & Johnson | 0.2 | ||
| Target Corp | 0.2 | ||
| iShares Bitcoin Trust | 0.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 95.6 |
| (b) Individuals (high net worth individuals) | 49 | 128.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,040 | 227.6 |
| By Discretionary | ||
| Discretionary | 1,040 | 227.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,040 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.6 | |
| Total | 1,040 | 227.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011645] |
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|---|---|---|
|
ECIO Inc
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WI | 0.2 |
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Clear Point Advisors Inc
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NY | 0.2 |
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Cimarron Wealth Management Inc
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CO | 0.2 |
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Invest Capital Partners Co
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OH | 0.2 |
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Innova Wealth Partners LLC
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PA | 0.2 |
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Vital Investment Management LLC
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CO | 0.2 |
|
Slocum Gordon & Co LLP
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|
RI | 0.2 |
|
Davis Capital Management LLC
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|
FL | 0.2 |
|
Millington Financial Advisors LLC
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|
IL | 0.2 |
|
Portfolio Advisors Inc
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|
CA | 0.2 |